TRILLIUM ASSET MANAGEMENT, LLC
BOSTON MA · SEC CIK 0000884541
$32.31亿2026Q1 申报市值
230持仓数
36.5%前十大占比 · 第一大 6.9%
6 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AZO 加仓+$1.24亿
BKNG 加仓+$9,325.86万
AZN 新建仓+$4,444.00万
MSFT 加仓+$3,761.52万
GOOGL 加仓+$3,725.91万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$4,476.88万
ALLY 减仓-$1,462.76万
LULU 减仓-$896.08万
CYBERARK SOFTWAR 清仓-$861.93万
BFAM 减仓-$628.68万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | $2,451.37万 | 0.76% | 114,801 | 43,477 | 61.0% | $928.37万 | 加仓 |
| SYK | STRYKER CORPORATION | $2,456.48万 | 0.76% | 105,811 | 31,339 | 42.1% | $727.56万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2,559.76万 | 0.79% | 117,290 | 25,956 | 28.4% | $566.47万 | 加仓 |
| V | VISA INC | $2,584.86万 | 0.80% | 122,657 | 36,591 | 42.5% | $771.11万 | 加仓 |
| MELI | MERCADOLIBRE INC | $2,587.25万 | 0.80% | 28,371 | 13,063 | 85.3% | $1,191.26万 | 加仓 |
| XYL | XYLEM INC | $2,603.04万 | 0.81% | 227,887 | 71,385 | 45.6% | $815.40万 | 加仓 |
| HD | HOME DEPOT INC | $2,639.58万 | 0.82% | 108,122 | 27,782 | 34.6% | $678.24万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $2,725.18万 | 0.84% | 145,398 | 28,006 | 23.9% | $524.91万 | 加仓 |
| UL | UNILEVER PLC | $2,739.80万 | 0.85% | 467,584 | -16,895 | -3.5% | -$99.00万 | 减仓 |
| FSLR | FIRST SOLAR INC | $2,773.03万 | 0.86% | 142,399 | -146 | -0.1% | -$2.84万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $2,773.53万 | 0.86% | 108,757 | 9,754 | 9.9% | $248.75万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2,809.13万 | 0.87% | 99,762 | 37,069 | 59.1% | $1,043.80万 | 加仓 |
| PLD | PROLOGIS INC. | $2,969.89万 | 0.92% | 237,599 | 9,985 | 4.4% | $124.81万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $2,981.95万 | 0.92% | 102,507 | -3,208 | -3.0% | -$93.32万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $3,098.38万 | 0.96% | 237,684 | 4,722 | 2.0% | $61.55万 | 加仓 |
| UNP | UNION PAC CORP | $3,167.92万 | 0.98% | 160,080 | 30,898 | 23.9% | $611.46万 | 加仓 |
| WAB | WABTEC | $3,363.26万 | 1.04% | 132,932 | -2,843 | -2.1% | -$71.93万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $3,372.28万 | 1.04% | 237,660 | 24,901 | 11.7% | $353.33万 | 加仓 |
| AVGO | BROADCOM INC | $3,410.66万 | 1.06% | 156,699 | 155,014 | 9,199.6% | $3,373.98万 | 加仓 |
| NOW | SERVICENOW INC | $3,498.86万 | 1.08% | 345,681 | 8,636 | 2.6% | $87.41万 | 加仓 |
| ETN | EATON CORP PLC | $3,624.11万 | 1.12% | 149,145 | 45,547 | 44.0% | $1,106.76万 | 加仓 |
| NFLX | NETFLIX INC. | $3,869.10万 | 1.20% | 410,593 | 7,402 | 1.8% | $69.75万 | 加仓 |
| LIN | LINDE PLC | $3,893.92万 | 1.21% | 127,063 | 67,087 | 111.9% | $2,055.92万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $3,919.38万 | 1.21% | 138,681 | 43,098 | 45.1% | $1,218.03万 | 加仓 |
| BAC | BANK AMERICA CORP | $4,087.55万 | 1.27% | 803,447 | -34,170 | -4.1% | -$173.84万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $4,277.13万 | 1.32% | 234,051 | 26,824 | 12.9% | $490.19万 | 加仓 |
| AZN | ASTRAZENECA PLC | $4,444.00万 | 1.38% | 263,507 | 263,507 | — | $4,444.00万 | 新建仓 |
| ECL | ECOLAB INC | $4,459.44万 | 1.38% | 198,853 | 17,384 | 9.6% | $389.85万 | 加仓 |
| ASML | ASML HLDG NV | $4,811.81万 | 1.49% | 90,615 | 47,567 | 110.5% | $2,525.89万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4,820.35万 | 1.49% | 143,813 | 95,401 | 197.1% | $3,197.67万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $5,290.48万 | 1.64% | 353,248 | 60,735 | 20.8% | $909.61万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5,519.51万 | 1.71% | 201,121 | 35,136 | 21.2% | $964.26万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $6,107.83万 | 1.89% | 186,298 | 61,669 | 49.5% | $2,021.84万 | 加仓 |
| TJX | TJX COS INC NEW | $6,478.32万 | 2.01% | 463,021 | 57,055 | 14.1% | $798.28万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1.13亿 | 3.51% | 26,909 | 22,150 | 465.4% | $9,325.86万 | 加仓 |
| AAPL | APPLE INC | $1.39亿 | 4.30% | 705,298 | 156,413 | 28.5% | $3,078.56万 | 加仓 |
| AZO | AUTOZONE INC | $1.43亿 | 4.42% | 42,289 | 36,708 | 657.7% | $1.24亿 | 加仓 |
| MSFT | MICROSOFT CORP | $1.58亿 | 4.88% | 582,298 | 138,920 | 31.3% | $3,761.52万 | 加仓 |
| GOOGL | ALPHABET INC | $1.70亿 | 5.27% | 759,929 | 166,317 | 28.0% | $3,725.91万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2.22亿 | 6.86% | 1,458,731 | 183,034 | 14.3% | $2,781.02万 | 加仓 |